Latest BlueSpruce Investments, LP Stock Portfolio
$631Million | No. of Holdings #10
BlueSpruce Investments, LP Performance
2026 Q1-5.82%
YTD-5.82%
2025+7.55%
About BlueSpruce Investments, LP and 13F Hedge Fund Stock Holdings
BlueSpruce Investments, LP is a hedge fund based in Chicago, IL. On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, BlueSpruce Investments, LP reported an equity portfolio of $631.2 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of BlueSpruce Investments, LP are AMZN, META, TSM. The fund has invested 20.5% of it's portfolio in AMAZON COM INC and 17.7% of portfolio in META PLATFORMS INC. <br><br> The fund managers got completely rid off THERMO FISHER SCIENTIFIC INC (TMO) stocks. They significantly reduced their stock positions in MICROSOFT CORP (MSFT), TAIWAN SEMICONDUCTOR MANUFAC (TSM) and MASTERCARD INCORPORATED (MA). BlueSpruce Investments, LP opened new stock positions in ALPHABET INC (GOOG) and BOSTON SCIENTIFIC CORP (BSX).
BlueSpruce Investments, LP Equity Portfolio Value
Last Reported on: 15 May, 2026
$631Million
as of May 15, 2026BlueSpruce Investments, LP Annual Return Estimates Vs S&P 500
Our best estimate is that BlueSpruce Investments, LP made a return of -5.82% in the last quarter. In trailing 12 months, it's portfolio return was 7.33%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| alphabet inc | 70,343,200 |
| boston scientific corp | 19,209,900 |
New stocks bought by BlueSpruce Investments, LP
Additions
No additions were made to existing positions by BlueSpruce Investments, LP
Reductions
| Ticker | % Reduced |
|---|---|
| microsoft corp | -98.7 |
| taiwan semiconductor manufac | -84.03 |
| mastercard incorporated | -83.84 |
| danaher corp del | -79.83 |
| amazon com inc | -79.59 |
| s&p global inc | -79.06 |
| stryker corporation | -78.98 |
| meta platforms inc | -77.69 |
BlueSpruce Investments, LP reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| thermo fisher scientific inc | -230,632,000 |
BlueSpruce Investments, LP got rid off the above stocks
Sector Distribution
BlueSpruce Investments, LP has about 28.8% of it's holdings in Communication Services sector.
- Communication Services
- Consumer Cyclical
- Others
- Healthcare
- Financial Services
- Technology
| Sector | % |
|---|---|
| Communication Services | 28.8 |
| Consumer Cyclical | 20.5 |
| Others | 17.2 |
| Healthcare | 17.2 |
| Financial Services | 15.2 |
| Technology | 1.1 |
Market Cap. Distribution
BlueSpruce Investments, LP has about 82.8% of it's portfolio invested in the large-cap and mega-cap stocks.
- MEGA-CAP
- LARGE-CAP
- UNALLOCATED
| Category | % |
|---|---|
| MEGA-CAP | 56 |
| LARGE-CAP | 26.8 |
| UNALLOCATED | 17.2 |
Stocks belong to which Index?
About 82.8% of the stocks held by BlueSpruce Investments, LP either belong to S&P 500 or RUSSELL 2000 index.
- S&P 500
- Others
| Index | % |
|---|---|
| S&P 500 | 82.8 |
| Others | 17.2 |
| Top 5 Winners (%) | % | |
|---|---|---|
| TSM | taiwan semiconductor manufac | 6.5 % |
| Top 5 Winners ($) | $ | |
|---|---|---|
| TSM | taiwan semiconductor manufac | 39.8 M |
BlueSpruce Investments, LP Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of BlueSpruce Investments, LP
BlueSpruce Investments, LP has 10 stocks in it's portfolio. MSFT proved to be the most loss making stock for the portfolio. TSM was the most profitable stock for BlueSpruce Investments, LP last quarter.
$631.25MTotal Value
11.00Positions
15 May, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 Amazon Com Inc Amazon Com IncAMZN BlueSpruce Investments, LP's holding in Amazon Com Inc over time | 20.46% | 620,016 | $129.13M 20.46% | 79.59%decreased 79.59 percentreduced | |
 Boston Scientific Corp BlueSpruce Investments, LP's holding in Boston Scientific Corp over time | 3.04% | 306,134 | $19.21M 3.04% | Newnew position | |
 Danaher Corp Del BlueSpruce Investments, LP's holding in Danaher Corp Del over time | 3.82% | 127,295 | $24.14M 3.82% | 79.83%decreased 79.83 percentreduced | |
 Alphabet Inc Alphabet IncGOOG BlueSpruce Investments, LP's holding in Alphabet Inc over time | 11.14% | 244,621 | $70.34M 11.14% | Newnew position | |
 Mastercard Incorporated BlueSpruce Investments, LP's holding in Mastercard Incorporated over time | 5.58% | 70,462 | $35.21M 5.58% | 83.84%decreased 83.84 percentreduced | |
 Meta Platforms Inc BlueSpruce Investments, LP's holding in Meta Platforms Inc over time | 17.66% | 194,859 | $111.48M 17.66% | 77.69%decreased 77.69 percentreduced | |
 Microsoft Corp Microsoft CorpMSFT BlueSpruce Investments, LP's holding in Microsoft Corp over time | 1.13% | 19,344 | $7.16M 1.13% | 98.7%decreased 98.7 percentreduced | |
 S&P Global Inc S&P Global IncSPGI BlueSpruce Investments, LP's holding in S&P Global Inc over time | 9.62% | 142,795 | $60.74M 9.62% | 79.06%decreased 79.06 percentreduced | |
 Stryker Corporation BlueSpruce Investments, LP's holding in Stryker Corporation over time | 10.33% | 198,397 | $65.19M 10.33% | 78.98%decreased 78.98 percentreduced | |
 Thermo Fisher Scientific Inc BlueSpruce Investments, LP's holding in Thermo Fisher Scientific Inc over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 TSM Taiwan Semiconductor ManufacTaiwan Semiconductor ManufacTSM | 17.21% | 321,496 | $108.65M 17.21% | 84.03%decreased 84.03 percentreduced | |